About Us

Our Vision

To redefine how businesses change hands — making M&A more transparent, efficient, and founder-friendly.

Our Mission

To put founders first by breaking the traditional M&A mold — no exclusivity, no retainers, and no misaligned incentives. We offer smarter dealmaking so owners stay in control, maximize value, and exit on their terms.

Our Promise

We promise to guide you through your most important business decision with care, clarity, and conviction - because you deserve more than a process, you deserve a partner who walks with you.

Our Values

Founder-first

We serve business owners, not just balance sheets — with empathy, respect, and long-term value creation at the core.

Skin in the Game

We succeed when you do. Our model is built on shared outcomes — not upfront fees or misaligned incentives.

Hands-On, Always

Our team stays closely involved at every stage, offering tailored advice and unwavering support to help you realize the full value of your business.

Openness

We believe informed founders make better decisions. That’s why we communicate openly, price fairly, and always show you what’s ahead.

Bold Thinking

From disrupting legacy models to launching the M&A Marketplace, we challenge convention to deliver smarter outcomes.

DealVault™

Our proprietary platform, DealVault™, is a secure, time-bound virtual data room that creates structured engagement between buyers and sellers. It tackles one of the biggest threats to deal success: Deal fatigue. DealVault™ keeps everyone aligned and accountable.